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About PMS & AIF Summit 2.0

PMS & AIF Summit 2.0 is the much awaited industry event after its great success last year. The event will continue to imbibe apt and current PMS & AIF Knowledge. The event aims to bring insights on PMS & AIF industry. Veterans from industry will present, orate and discuss in Panels. The event provides fantastic opportunity to Investors, Financial Advisors, Wealth Managers, Family Offices, Research Analysts, and Product Team from wealth counters, Company executives and Media people to interact and get insights on PMS & AIF from industry veterans. This time the event is more enthralling. Lets catch up!

PMS & AIF 2.0 Speakers

Raamdeo Agrawal logo

Mr. Raamdeo Agrawal

Jt. Managing Director - Motilal Oswal

Mr. Raamdeo Agrawal is the Joint Managing Director of MotilalOswal Financial Services Ltd., and Chairman of MotilalOswal AMC. He is an Associate of Institute of Charted Accountant of India. He has 33+ years of experience in financial markets.

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Mr. Bharat Shah

Executive Director - ASK

Mr. Bharat shah, is an Executive Director of ASK Group. He is a commerce graduate from the University of Bombay and a post-graduate diploma in management from the IIM, Calcutta. He is a member of the Institute of Chartered Accountants of India & The Institute of Cost and Works Accountants of India. He has 24+ years of experience in financial markets.

Hiren ved image

Mr. Hiren Ved

Co Founder & CIO - Alchemy

Mr. Hiren Ved is Co Founder and Chief Investment Officer at Alchemy.He has carved a niche in “Bottom-up” research and stock picking with extensive coverage of companies across various sectors. A certified cost accountant, he has over 25 years experience in the Indian equity markets.

Nimesh Shah image

Mr. Nimesh Shah

Managing Director & CEO - ICICI Prudential

Mr. Nimesh joined ICICI Prudential AMC (IPAMC) in 2007 as MD & CEO. He is a Chartered Accountant by qualification and has more than 25 years of experience in the banking and financial services industry. Mr. Nimesh Shah is chairman for AMFI.

Balasubramanian image

Mr. Balasubramanian

Managing Director & CEO - Aditya Birla

Mr. A. Balasubramanian is the Managing Director and Chief Executive Officer for Aditya Birla Sun Life AMC Limited. Currently, he is on the Board of Governors of NISM. He is also on the Committee of Corporate Bond Market Development of SEBI. He plays an active role in AMFI as a Board of Director. He has also held the position of Chairman of AMFI for 2 years from 2016-2018.

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Mr. Shankar Sharma

Vice Chairman & Jt. Managing Director - First Global

Mr. Shankar Sharma is Vice Chairman & Jt.Managing Director of First Global.He is a MBA Graduate from Asian Institute of Management.He is known for his early investment in Amazon & Apple. He has over 25 years experience in the Indian equity markets.

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Mr. Anup Maheshwari

CIO & Joint - CEO - IIFL AMC

Mr. Anup Maheshwari is Joint CEO & CIO of IIFL AMC. An alumnus of Indian Institute of Management, Lucknow, he has over 24 years of work experience in the financial services sector.

vijayendiran R image

Mr. Vijayendiran R

Director & CEO - Sundaram Alternates

Mr. Vijayendiran is the CEO of Sundaram Alternate Assets Limited. He has over 30+ years of work experience in the Indian financial services industry. Mr. Vijayendiran holds a Bachelor's degree in Commerce from Madras Christian College, Madras and a Master's degree in Commerce from the University of Madras.

Aashish P Sommaiyaa image

Mr. Aashish P Somaiyaa

MD & CEO – Motilal Oswal AMC

Mr. Aashish P Somaiyaa is the Managing Director & Chief Executive officer of MotilalOswal AMC. He is an Engineering Graduate in Ploymer Science, and Masters in Management Studies from NMIMS, Mumbai. He has 18+ years of experience in financial markets.

Sunil Singhania  image

Mr. Sunil Singhania

Founder - Abakkus Asset Managers

Mr. Sunil Singhania, CFA, is the Founder of Abakkus Asset Managers. Singhania graduated in commerce from the Bombay University and completed his Chartered Accountancy from the ICAI, Delhi with an all India rank. He has also earned the right to use the Chartered Financial Analyst designation, conferred by CFA Institute

Shahzad Madon image

Mr. Shahzad Madon

Head PMS & Alternative Assets - Nippon India

Mr. Shahzad Madon joined Nippon India in June 2010, and since then, he has been instrumental in setting up Alternative Investment business from scratch. He has more than 25 years of industry experience across banking, investment management & the financial services sector.

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Mr. Saurabh Mukherjea

Founder & CIO - Marcellus

Mr. Saurabh Mukherjea is the founder and Chief Investment Officer of Marcellus Investment Managers. He is a Post-Graduate in Economics from London School of Economics, and a CFA Charter holder. He has 12+ years of experience in financial markets.

prashasta seth

Mr. Prashasta Seth

CEO & Fund Manager – Equity – IIFL AMC

Mr. Seth has over 16 years of experience in the financial services industry. He has been with IIFL Wealth Group since inception and has been instrumental in setting up the equity desk at IIFL Wealth Group. He is a MBA from IIM Ahmedabad and B Tech from IIT Kanpur.

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Mr. Prateek Agrawal

Business Head & CIO - ASK

Mr. Prateek Agrawal is the Business head and Chief Investment Officer of ASK Investment Managers. He is a Graduate in Engineering from REC, Rourkela, and a Post-Graduate Diploma holder in Management from Xavier’s Institute of Management, Bhubaneshwar. He has 15+ years of experience in financial markets.

Shailendra kumar

Mr.Shailendra Kumar

CIO & Co Founder - Narnolia Financial Advisors Ltd.

Mr. Shailendra Kumar is the Chief Investment Officer at Narnolia having over 20 years of experience in research and fund management. Mr Shailendra Kumar holds post-graduate degrees from IIT, Delhi.

Nalin Moniz image

Mr. Nalin Moniz

CIO - Alternative Equity & Business Head - Edelweiss

Mr. Nalin Moniz, is a Graduate in Economics, from University of Pennsylvania and BSE in computer engineering from Moore School of Engineering. He has 8+ years of experience in financial markets.

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Mr. Trideep Bhattacharya

Senior Portfolio Manager – AXIS AMC

Mr. Trideep Bhattacharya has more than 20 years of experience in equities and portfolio management in India, holds a B.Tech. Degree (Electrical Engineering) from IIT Kharagpur and M.B.A. (Finance) from S.P. Jain Institute of Management & Research. Mr.Trideep Bhattacharya has also been a charter holder of CFA Institute, the USA in the past.

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Mr. Rajesh Sehgal

Managing Partner - Equanimity Investments

Rajesh Sehgal is the Managing Partner of Equanimity Investments, after having made 22 angel investments since 2007 and having had a ringside view of the overall startup ecosystem over the past decade. Rajesh Sehgal is a Managing Partner for Equanimity Investments.. He is a CFA charter holder and has earned a post graduate diploma in securities law.

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Mr. Mayur Patel

Fund Manager - IIFL AMC

Mr.Mayur Patel is the Fund Manager for IIFL AMC,Mayur brings with him an overall work experience of around 14 years including investment experience of more than 10 years. n 2014, he received the "No. 1 stock picker, Energy" analyst award by Starmine.He is a Chartered Accountant and a CFA charterholder.

Atul suri image

Mr. Atul Suri

CEO & CIO - Marathon Trends

Mr. Atul Suri is the CEO & CIO of Marathon Trends Advisory Private Limited. He is a Masters in Banking and Finance from UTS Sydney, Australia. He has 25+ years of experience in financial markets.

Amit Mantri image

Mr. Amit Mantri

Co-Founder - 2Point2 Capital

Mr. Amit Mantri is a Co-founder of 2-point-2 Capital. He is CFA Charter holder, Post Graduate Diploma in Management – IIM, Bangalore and B.Tech – Computer Science – IIT, Kharagpur. He has 8+ years of investment experience across financial markets.

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Mr. Rakshit Ranjan

Founder & Portfolio Manager - Marcellus

Mr. Rakshit Ranjan is the Portfolio Manager at Marcellus Investment Managers. He is a B. Tech from IIT, Delhi and a CFA Charter holder. He has 14+ years of experience in financial markets.

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Mr. Deepak Radhakrishnan

Portfolio Manager - Pelican PMS

Mr. Deepak Radhakrishnan is the Portfolio Manager of Pelican PMS. He is a B.Tech Graduate in civil Engineering from University of Calicut, and MBA finance from Mahatma Gandhi University and FRM Risk Management from Global Association of Risk Professional. He has 16+ years of experience in financial markets.

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& More

What is the opportunity

  • The Largest gathering of PMS & AIF Fraternity & Investors
  • Interesting combination of thoughtful Sessions
  • Listen to Top Thought Leaders from PMS & AIF Industry
  • Powerful Networking with the Industry Veterans
  • Exclusive Coverage of the event by ET NOW

Who can attend the event

  • Ultra HNI Investors
  • Financial Advisors
  • Wealth Managers
  • Family Offices
  • Research Analysts
  • Product Team - Wealth Counters
  • Company Executives
  • Media People

2019 Sponsors

    Title Sponsor

  • IIFL logo

    Platinum Sponsor

  • sundaram alternates unearthing opportunities logo
  • Narnolia logo

    Gold Sponsors

  • Motilal oswal logo
  • Axis asset management logo
  • icic prudential portfolio management services
  • tamohara logo

    Silver Sponsors

  • Nippon india portfolio management logo
  • Joindre logo

    Technology Partner

  • Ebix cash logo

    Event Partner

  • bcc money logo

2019 Gallery

  • book release image
  • award image
  • Meeting
  • Stage
  • networking place image
  • Discussion image
  • PMS Bazaar Launch
  • An award was given at the event
  • Speakers image
  • daniel speeach on stage
  • networking place image
  • Speaker speech on stage
  • Speaker speech on stage
  • welcome image
  • Discussion image
  • Speaker speech on stage
  • Speaker speech on stage
  • Speaker speech on stage
  • Speaker speech on stage
  • Panel discussion image in pms bazaar event
  • Speaker speech on stage
  • Shahzad Madon image
  • Speaker speech on stage
  • Speaker speech on stage
  • Award Image

Testimonials

Shahzad Madon image

Mr. Shahzad Madon Head PMS and Alternate Asset
Nippon India

The PMS & AIF Summit 2018 is a wonderful platform and it is much needed. It is a great initiative taken by ET Now and PMS Bazaar in promoting the industry and bringing the industry to investors causing more transparency. The initiatives taken by PMS Bazaar and ET Now are superlative initiatives, much-calledfor and will go a long way in promoting the growth of the industry.

Aashish P Sommaiyaa image

Mr. Aashish P Sommaiyaa MD & CEO
Motilal Oswal Asset Management

I would like to compliment PMS bazaar for fantastic organization of the event, it is a first of its kind but long overdue somebody had to take this initiative to create more awareness about PMS & AIF. I would like to wish them all the success

vishal Gajwani

Mr. Vishal Gajwani Head - Alternative Investments (Equity)
Aditya Birla capital

The event by PMS Bazaar is the first in the industry which covers extensively all the PMS strategies. This is a good initiative as it helps the investor to know about the pros and cons of PMS. Lot of good work by PMSbazaar, keep it up

Anshul Saigal image

Mr. Anshul Saigal Portfolio Manager - PMS
Kotak Asset Management

I would like to thank PMS Bazaar for bringing me here, I was pleasantly surprised to find that it was a full house, and there was active participation at all levels. For the first time the entire PMS & AIF industry is in one platform. It is quite a unique event and I wish PMS Bazaar and the entire industry all the best for the future.

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Mr. Varun Goel Fund Manager - PMS & AIF
Reliance Nippon Life Asset Management

It is a great platform for lot of people in the industry such as investors fund managers , distributor partners, IFAs and the analyst community who came to share their views about the industry and market. It's a great platform which we believe will help in standardization and encourage more authentic research on PMS products in the market. I wish PMS Bazaar all the very best and hope to see the event happen on recurring basis bigger and bigger with every passing year.

Trideep bhattacharya image

Mr. Trideep Bhattacharya Senior Portfolio Manager - AXIS AMC & AIF
Axis Asset Management

This being first in the industry event organized for PMS & AIF investors has definitely been a great success and I am feeling great to be a panelist here. And I look forward to participating in further conferences in upcoming years. I hope and believe that success will multiply from today .

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